How we fall for 'The One'
AI产业链的三层架构:从“卖铲子”到“淘金客”的价值传导要理解上游企业业绩与股价的诡异背离,就需要回到AI产业链的三层架构——一个形象的“淘金热”比喻,能清晰拆解各环节的价值逻辑与生存现状,进而找到这一矛盾的根源。
,这一点在51吃瓜中也有详细论述
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but every now and then there’s something like this, where I feel like Go wants me to die an early death from high blood pressure.